David Z. Mayers

As a Managing Director and Senior Financial Advisor with Wells Fargo Advisors, I help individuals, families, and business owners make confident decisions through comprehensive planning, disciplined investment management, and personalized advice.

With more than three decades in financial services, including nearly two decades with J.P. Morgan Wealth Management, I have guided clients through changing markets with strategies designed to grow, preserve, and transfer wealth.

What differentiates my practice is long-term wealth management coupled with the ability to recognize and pursue selective opportunities. My experience in trading, capital markets, IPOs, secondary offerings, and navigating multiple market cycles helps me evaluate opportunities that can emerge during uncertainty.

I believe long-term wealth is built through disciplined planning, diversification, and compounding. That foundation remains central to every strategy, while carefully evaluated opportunities may complement the plan and enhance investment outcomes.

Successful wealth management extends beyond investment selection. It integrates planning, risk management, education, and disciplined execution to help clients remain informed and confident across market conditions.

My practice is guided by six core principles:

Trust, Transparency, Knowledge, Client Education, Planning, and Confident Execution.

These principles guide every client relationship and recommendation.

My objective is to help clients preserve, grow, and transfer wealth while providing clarity and education to make informed decisions throughout life.

Let's connect to discuss your goals and strategies for building and preserving wealth for future generations.